earnings
confidence high
sentiment positive
materiality 0.80
TransUnion beats Q4 guidance; revenue $1.037B (+9%), adj. EPS $0.97; new $500M buyback, dividend raised to $0.115
TransUnion
2024-FY EPS reported
$1.45
revenue$4,183,800,000
- Q4 revenue $1,037M (+9% YoY); net income $66M vs $6M; adjusted EBITDA $378M, margin 36% vs 34%.
- Q4 adjusted diluted EPS $0.97 (vs $0.80) beat guidance; U.S. Markets revenue +8%, Financial Services +21%.
- International revenue $245M (+11%); Consumer Interactive -11% but new freemium offering with Credit Sesame announced.
- FY2025 guidance: revenue growth 3.5-5% as reported, 4.5-6% organic constant currency; Q1 rev $1,060-$1,074M.
- New capital allocation: leverage target cut to <2.5x, quarterly dividend raised to $0.115, new $500M share repurchase authorization.